Case Coordinator (Newport Beach)

Kaas Settlement Consulting helps individuals and families navigate life-changing financial transitions after injury, loss, or litigation. We blend technical settlement expertise with deep empathy — every case here is a transition, not a transaction. We're a small, busy, mission-driven team, and we're looking for a Case Coordinator who's ready to be an essential part of it.

The Role

Think of this as a financial emergency room where the work is meaningful, the pace is relentless, and the details matter enormously. As Case Coordinator, you'll be the operational heartbeat of our cases — managing the flow between clients, attorneys, and the internal team, running quotes, preparing and reviewing settlement documents, and keeping every case moving accurately and on time. It's a mid-level role with a genuine growth path: strong performers at Kaas Settlement Consulting advance quickly, and the compensation reflects it.

What You'll Do

• Manage cases from intake through resolution, tracking every deadline and ensuring nothing falls through the cracks
• Coordinate with attorneys, clients, and external partners to gather documents, process applications, and move cases forward
• Run quotes and proposals; prepare, review, and organize settlement documents, case files, and correspondence
• Serve as a professional, empathetic point of contact for clients and their families
• Maintain accurate records and case notes in Salesforce; keep digital files organized and current
• Support senior Case Coordinators and Settlement Planners in client meeting prep and case documentation
• Identify process improvements and contribute to team coverage and efficiency as needed

What We're Looking For

• Prior experience in legal, financial, or professional services strongly preferred; case management or high-volume admin background a plus
• Detail-oriented — you catch what others miss and understand why it matters
• Self-starter who takes initiative without waiting to be told what needs doing
• Calm under pressure; able to manage a fast inbox and shifting priorities without losing your footing
• Genuine empathy — our clients are often grieving, overwhelmed, or in crisis, and how you show up for them matters
• Proficient in Salesforce and Microsoft Office (Excel, Outlook, Word)
• Comfortable and enthusiastic about AI tools — we're a fully paperless, tech-forward office
• Spanish-speaking preferred

Compensation & Benefits strong base salary DOE, with meaningful room to grow. Benefits include 401(k), profit sharing (~7% of salary), $500/month employer contribution toward health insurance, dental & vision, standard holidays, and 2–4 weeks PTO escalating with tenure. Bonus eligibility from year one.

This position is in-person in Newport Beach, CA . Please do not apply if that doesn't work for you.